Donna Mackenzie Donna Mackenzie

Welcome

Welcome. An instance. A manner of greeting someone. What a wonderful word. What a wonderful sentiment.

Welcome. I’m looking forward to getting to know you, understanding your needs and finding avenues to help you meet your needs and goals.

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Donna Mackenzie Donna Mackenzie

Why? - Yes, start with Why? Always.

Simon Sinek: Start with Why

From the earliest age, I was a child of “why?”. Much to the chagrin of my mother. When she would say to me: look at the beautiful blue sky, my response was likely, why? Why is the sky blue? Why is there a sky? Endless, endless questions.

Endless questions ultimately end with endless truth. Let’s embark on the Why? together. Let’s find your ultimate truth and HOW that translates to your customer success and your success.

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Donna Mackenzie Donna Mackenzie

How to find the right partner.

Finding the right partner is the key to your success.

You may think you can do it alone. You cannot. Name one successful entrepreneur, business executive, inventor, etc. and I’ll show you their partner. No one goes through our life journey alone.

Because we start with your why, we will not only be your financial advisor but also partner with you to discover gaps and fill them to meet your goals.

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